US House lawmakers return to Washington on Wednesday for a vote to end the 43-day government shutdown, which has snarled air travel, delayed food aid to millions of Americans and forced federal workers to go without pay. Speaker Mike Johnson said he believes the legislation, a hard-fought compromise forged in the Senate and blessed by President Donald Trump, will pass quickly.
A rebound in technology shares drove stocks higher as a slate of upbeat earnings and optimism that the US government shutdown is nearing an end lifted sentiment.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Kriti Gupta.
Chapters:
00:00:00 – The Opening Trade
00:00:38 – Market Check
00:02:57 – Fed Rate Cut Bets Raised
00:05:55 – AMD Growth, Infineon Earnings
00:07:52 – IEA Bullish on Oil Demand Growth
00:10:32 – Trump White House Dinner
00:12:01 – Trump Reviews NYC Funds After Mamdani Win
00:12:19 – Starmer Leadership Threat
00:12:49 – French Pension Reform Vote
00:14:51 – US Treasuries Rally
00:20:32 – Trump Floats Tariff Dividend Payment
00:25:29 – AI Bubble
00:31:59 – Don’t Buy Dimons Cockroach Idea: Mark Dowding
00:36:03 – Hon Hai Earnings Beat
00:37:43 – AMD Operating Profit Margin Above 35%
00:39:23 – SoftBank Sells Entire Nvidia Stake
00:43:34 – Infineon 2026 Revenue Growth on AI
00:47:15 – Stocks to Watch: Energy Stocks, Infineon, ABN Amro
01:03:36 – Infineon CEO on Nvidia Agreement
01:09:07 – BAE Fiscal Year Guidance
01:16:14 – Oil Price
01:25:30 – Lecornu Survival, French Pension Vote
01:30:12 – US House to End Shutdown
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